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Backbase The Engagement Banking Platform Reviews & Product Details

Backbase The Engagement Banking Platform Overview

What is Backbase The Engagement Banking Platform?

The Backbase Engagement Banking Platform is a solution designed to assist banks in modernizing their digital banking operations and delivering improved customer experiences. This platform is suitable for banks of all sizes, from small community banks to large multinational financial institutions. Professionals in the banking industry, including executives, product managers, IT professionals, and customer service representatives, as well as retail banks, business banks, private banks & wealth management firms, and credit unions, can benefit from the capabilities offered by the Backbase Engagement Banking Platform. Key Features Identity & Entitlements: According to the vendor, the platform allows for the secure management of user digital identities and access rights across all digital banking channels, with the aim of mitigating risks and fraud while ensuring a seamless and secure user experience. Customer Experience: The vendor claims that the platform enables the creation of tailored experiences and targeted campaigns by personalizing customer interactions based on preferences, behavior, and transaction history, thus delivering consistent and seamless experiences across all channels. Digital Banking: The vendor states that the platform facilitates the building of intuitive and user-friendly digital banking applications, enabling self-service capabilities for customers to perform banking tasks online. Additionally, it integrates with core banking systems to provide real-time access to account information and transactions. Human Assist: According to the vendor, the platform unifies customer servicing operations on a single platform, providing a unified workspace for customer service agents to access customer information and perform real-time interactions through live chat, audio, and video calls. Process Automation: The vendor claims that the platform streamlines and simplifies business processes by automating end-to-end workflows and orchestrating complex workflows between customers and bank employees. It also enables decision automation based on predefined rules and AI-powered decision models. Customer Data & AI: According to the vendor, the platform leverages AI/ML to reduce costs and improve financial wellness by utilizing customer data to gain insights and enhance financial wellness. It also leverages AI and machine learning to automate manual processes and create a unified customer data profile. Integrations: The vendor states that the platform seamlessly integrates with core banking systems and third-party fintech solutions, solving back-end integration challenges and connecting with downstream systems of record within a polyglot setting. Case Management: According to the vendor, the platform provides a single source of truth for case data across the banking process, enabling bank employees to manage tasks related to user onboarding and product applications. It also allows customers and employees to easily track the progress of an application. Document Management: The vendor claims that the platform enables intelligent document orchestration throughout any workflow, including storage, searching, versioning, communication, and access control. It supports private repositories for service-to-service communication and ensures authorized access to case documents. Application Center: According to the vendor, the platform provides a customer-facing environment that offers transparency throughout the business process. This allows prospects and customers to securely collaborate with the bank, complete tasks, and track the progress of their case or application.

Backbase The Engagement Banking Platform Details
Languages Supported
Arabic, German, English, French, Croatian, Italian, Dutch, Portuguese, Spanish, Chinese (Simplified)
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Product Description

Backbase The Engagement Banking Platform helps you create personal and relevant, omni-channel digital experiences.

How do you position yourself against your competitors?

We are the first portal vendor that took a different approach and designed a completely new, but more compact and seamlessly integrated, customer experience platform from the ground up. By doing this from scratch, we are unburdened by the legacy and fragmentation of the traditional vendors. Backbase leveraged modern technologies; we focused on simplicity and ease of use; and we created a compact solution that offers key customer experience capabilities in a single product.

Backbase, as a lean portal, is unburdened by the bulk and legacy of the big vendors. lean portals often get customers to their desired value more quickly than the traditional complex and outdated portal technology from larger, more established vendors. Backbase customers report an easy learning curve and rapid deployment compared to traditional portal vendors.


Seller Details
Seller
Backbase
Year Founded
2003
HQ Location
Amsterdam, NL
Twitter
@backbase
4,488 Twitter followers
LinkedIn® Page
www.linkedin.com
1,830 employees on LinkedIn®

Carlos V.
CV
Overview Provided by:

Recent Backbase The Engagement Banking Platform Reviews

DA
Dan A.Mid-Market (51-1000 emp.)
4.0 out of 5
"Inadequate polishing reduces the efficiency"
Backbase CXP has the best drag-and-drop interface out there. This made it easier to build custom dashboards for creating client reports. I was able...
N.ALAOUI f.
NF
N.ALAOUI f.Mid-Market (51-1000 emp.)
4.0 out of 5
"I worked with backbase fron the national bank of Canada"
It is a powerful tool for business banking
Vivek M.
VM
Vivek M.Enterprise (> 1000 emp.)
4.0 out of 5
"Widgets are the best tools to create quick retail Banking site/app"
Widget collection2 was really good that make development simplar.
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Backbase The Engagement Banking Platform Media

Backbase The Engagement Banking Platform Demo - Account access - Customer Support
The employee's view on the customer they're helping. From here they can access all the objects required to give full support to the customer.
Backbase The Engagement Banking Platform Demo - Broker Portal - Customer view
The customer is viewing its broker portal.
Backbase The Engagement Banking Platform Demo - 360 customer dashboard - Customer view
The customer's overview, a full view of their account and their products.
Backbase The Engagement Banking Platform Demo - Investment dashboard - Customer view
The customer's view on their investments.
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10 Backbase The Engagement Banking Platform Reviews

4.3 out of 5
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Backbase The Engagement Banking Platform Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
DA
Loan Officer
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Backbase The Engagement Banking Platform?

Backbase CXP has the best drag-and-drop interface out there. This made it easier to build custom dashboards for creating client reports. I was able to have a clear picture of various hard-to-comprehend financial data such as stats and charts through widgets, thus client meetings. Review collected by and hosted on G2.com.

What do you dislike about Backbase The Engagement Banking Platform?

The data filtering of some widgets is rather cumbersome and does not have clear controls. This means it can be really irritating to spend so much time in constructing a stylish dashboard that has the overall poor interface. Review collected by and hosted on G2.com.

What problems is Backbase The Engagement Banking Platform solving and how is that benefiting you?

Using Backbase CXP, I no longer spend an excessive amount of time creating individual reports for my team. This means instead of wrestling clients with mysteries of spreadsheets, I can provide them with fresh, responsive dashboards of their financial reports. Review collected by and hosted on G2.com.

N.ALAOUI f.
NF
Back End Developer
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Backbase The Engagement Banking Platform?

It is a powerful tool for business banking Review collected by and hosted on G2.com.

What do you dislike about Backbase The Engagement Banking Platform?

It is a little complicated to integrate it with the old application of the bank Review collected by and hosted on G2.com.

What problems is Backbase The Engagement Banking Platform solving and how is that benefiting you?

I don't know really Review collected by and hosted on G2.com.

Nitin S.
NS
Associate Software Engineer
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Backbase The Engagement Banking Platform?

Backbase provides easy way to create easy and seamless digital banking experience.

Best features -

Easy to create digital banking application platforms

Supports drag and drop feature to change layout of application on fly.

Easy to change application structure and dynamic config based application creation Review collected by and hosted on G2.com.

What do you dislike about Backbase The Engagement Banking Platform?

Need some time to understand the underlying tool and assosiated technology to start integration to create user experience.

They have dedicated training which helps to learn the usage Review collected by and hosted on G2.com.

What problems is Backbase The Engagement Banking Platform solving and how is that benefiting you?

Using backbase i have created one digital banking platform while working for one of the mnc company.

It provides easy to create widgets that out of the box support digital banking application Review collected by and hosted on G2.com.

Vivek M.
VM
Principal Consultant
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Backbase The Engagement Banking Platform?

Widget collection2 was really good that make development simplar. Review collected by and hosted on G2.com.

What do you dislike about Backbase The Engagement Banking Platform?

Liscencing cost of backbase is somewhat clients want to get rid off. Backbase should think of cheaper AMC model. Review collected by and hosted on G2.com.

What problems is Backbase The Engagement Banking Platform solving and how is that benefiting you?

we used it for SCB iplan bancaInsurance to take Bank from paper to paperless process. Review collected by and hosted on G2.com.

Jirayu K.
JK
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Backbase The Engagement Banking Platform?

Credits unions and community banks when sometimes you need platforms to help you organize your accounts and perform some bank account operations in advance single bank application. Authentication and management from the entry points with security enchantments. Review collected by and hosted on G2.com.

What do you dislike about Backbase The Engagement Banking Platform?

When somebody weights the working security and operations they select utilities when the application is safe and communications but messages or standards need to advertise or understood by users. Review collected by and hosted on G2.com.

What problems is Backbase The Engagement Banking Platform solving and how is that benefiting you?

I am interested in applications and working platforms which is why I explored and compared of usage and utilities of single bank applications and unions platform. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security
UC
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Backbase The Engagement Banking Platform?

the way to add widgets and customize the page features Review collected by and hosted on G2.com.

What do you dislike about Backbase The Engagement Banking Platform?

at first its hard to learn but i would commend providing a tutorial Review collected by and hosted on G2.com.

What problems is Backbase The Engagement Banking Platform solving and how is that benefiting you?

the way to add widgets and customize the page features Review collected by and hosted on G2.com.

Rajesh R.
RR
Senior Engineer
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Backbase The Engagement Banking Platform?

The user experience is seem less and it remove all friction points where today's mobile banking stucked Review collected by and hosted on G2.com.

What do you dislike about Backbase The Engagement Banking Platform?

Nothing to be dislike about backbase cxp. Review collected by and hosted on G2.com.

What problems is Backbase The Engagement Banking Platform solving and how is that benefiting you?

Na Review collected by and hosted on G2.com.

Tapendra G.
TG
Senior Associate
Management Consulting
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best about Backbase The Engagement Banking Platform?

I love the way you can setup the widgets and use across the channels Review collected by and hosted on G2.com.

What do you dislike about Backbase The Engagement Banking Platform?

Sometimes it's hard to get out of the backbase envy when the you have to customise something which is not offered by backbase Review collected by and hosted on G2.com.

Recommendations to others considering Backbase The Engagement Banking Platform:

Go for it, the product is ready to market their if used effectively Review collected by and hosted on G2.com.

What problems is Backbase The Engagement Banking Platform solving and how is that benefiting you?

It's helping us to setup the digital bank ecosystems quickly and efficiently Review collected by and hosted on G2.com.

Theo S.
TS
Sr Application System Consultant / Application Architect
Banking
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about Backbase The Engagement Banking Platform?

Open ended architecture, flexible integration, powerful tool for building cutting edge UI and portal related features like user personalizations and customizations, structured content widgets makes the content management a breeze. Having worked with many other vendors, my experience working with Backbase is an excellent with a two way partnership with a trusted dependable vendor who is an industry leader, early adapter, suitable for agile development and delivery capabilities which can be quick to market. Review collected by and hosted on G2.com.

What do you dislike about Backbase The Engagement Banking Platform?

Room for improvement related to the portal / widgets import process vs publishing. Preserving user preferences and customizations during product upgrades. Review collected by and hosted on G2.com.

Recommendations to others considering Backbase The Engagement Banking Platform:

It is a high end tool for portal related features and functionality and flexible content management. Not suitable for most common web applications. Review collected by and hosted on G2.com.

What problems is Backbase The Engagement Banking Platform solving and how is that benefiting you?

UI and portal related features like user personalizations, customizations and targeting. Content management using structured content widgets. Review collected by and hosted on G2.com.

Verified User in Financial Services
AF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Backbase The Engagement Banking Platform?

Flexibility, functionality and overall the design to move clients to enhanced self-service Review collected by and hosted on G2.com.

What do you dislike about Backbase The Engagement Banking Platform?

Lack of skills in the market to implement Review collected by and hosted on G2.com.

What problems is Backbase The Engagement Banking Platform solving and how is that benefiting you?

Drive revenue growth , enhance decision making while reducing time to market Review collected by and hosted on G2.com.